Job Information
Robert Half Registered Client Associate in Indianapolis, Indiana
Description
We are seeking a highly organized and detail-oriented Client Liaison Administrator to join this growing team in Indianapolis, IN. You will play a vital role in supporting our financial advisors by providing exceptional administrative and client service support. Apply today!
Responsibilities:
Act as the primary point of contact for clients, handling phone calls, emails, and scheduling appointments.
Assist advisors with account opening, management, and closure processes. Ensure accurate and up-to-date client information within the CRM system.
Prepare meeting materials and agendas for client meetings, ensuring advisors have everything they need for successful client interactions.
Assist with the client onboarding process, including collecting necessary documentation, verifying client information, and ensuring a smooth start to the financial planning experience.
Maintain accurate client records and financial data in the firm's CRM system.
Assist with ensuring adherence to industry regulations and internal compliance procedures.
Provide administrative support for various financial planning projects as assigned by the advisors.
Perform general office tasks such as copying, scanning, document preparation, and filing.
Requirements
Qualifications:
Minimum 2 years of administrative experience, preferably in a financial services or related environment.
Series 7 and Series 63 licenses preferred.
Strong organizational and time management skills with the ability to prioritize multiple tasks effectively.
Excellent communication and interpersonal skills, both written and verbal.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Working knowledge of financial terminology a plus.
Ability to maintain confidentiality and discretion regarding client information.
Detail-oriented with a keen eye for accuracy.
Positive attitude, professionalism, and a willingness to learn.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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